MXSDX vs. SWOBX
Compare and contrast key facts about Great-West Short Duration Bond Fund (MXSDX) and Schwab Balanced Fund™ (SWOBX).
MXSDX is managed by Great-West. It was launched on Aug 1, 1995. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXSDX or SWOBX.
Correlation
The correlation between MXSDX and SWOBX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MXSDX vs. SWOBX - Performance Comparison
Key characteristics
MXSDX:
2.55
SWOBX:
1.14
MXSDX:
3.80
SWOBX:
1.57
MXSDX:
1.65
SWOBX:
1.21
MXSDX:
5.21
SWOBX:
0.66
MXSDX:
14.09
SWOBX:
5.06
MXSDX:
0.34%
SWOBX:
2.12%
MXSDX:
1.90%
SWOBX:
9.41%
MXSDX:
-7.78%
SWOBX:
-41.47%
MXSDX:
0.00%
SWOBX:
-6.09%
Returns By Period
In the year-to-date period, MXSDX achieves a 0.68% return, which is significantly lower than SWOBX's 2.75% return. Over the past 10 years, MXSDX has underperformed SWOBX with an annualized return of 1.93%, while SWOBX has yielded a comparatively higher 3.25% annualized return.
MXSDX
0.68%
0.39%
1.40%
4.84%
1.75%
1.93%
SWOBX
2.75%
0.82%
1.89%
11.32%
3.41%
3.25%
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MXSDX vs. SWOBX - Expense Ratio Comparison
MXSDX has a 0.60% expense ratio, which is higher than SWOBX's 0.00% expense ratio.
Risk-Adjusted Performance
MXSDX vs. SWOBX — Risk-Adjusted Performance Rank
MXSDX
SWOBX
MXSDX vs. SWOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Short Duration Bond Fund (MXSDX) and Schwab Balanced Fund™ (SWOBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MXSDX vs. SWOBX - Dividend Comparison
MXSDX's dividend yield for the trailing twelve months is around 4.40%, more than SWOBX's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXSDX Great-West Short Duration Bond Fund | 4.40% | 4.43% | 2.31% | 1.52% | 1.07% | 1.84% | 2.06% | 1.90% | 1.15% | 1.48% | 1.19% | 1.51% |
SWOBX Schwab Balanced Fund™ | 2.26% | 2.32% | 2.15% | 1.72% | 4.50% | 1.06% | 1.42% | 2.66% | 3.08% | 1.57% | 2.30% | 2.24% |
Drawdowns
MXSDX vs. SWOBX - Drawdown Comparison
The maximum MXSDX drawdown since its inception was -7.78%, smaller than the maximum SWOBX drawdown of -41.47%. Use the drawdown chart below to compare losses from any high point for MXSDX and SWOBX. For additional features, visit the drawdowns tool.
Volatility
MXSDX vs. SWOBX - Volatility Comparison
The current volatility for Great-West Short Duration Bond Fund (MXSDX) is 0.30%, while Schwab Balanced Fund™ (SWOBX) has a volatility of 2.08%. This indicates that MXSDX experiences smaller price fluctuations and is considered to be less risky than SWOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.